The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
2U INC | COM | 90214J101 | 200,313 | 2,664,085 | SH | DFND | 01 02 | 0 | 2,491,185 | 172,900 | |
SMITH A O | COM | 831865209 | 30,248 | 566,769 | SH | DFND | 01 02 | 0 | 566,769 | 0 | |
ABBVIE INC | COM | 00287Y109 | 71 | 754 | SH | DFND | 2 | 0 | 754 | 0 | |
ACCELERON PHARMA INC | COM | 00434H108 | 3,966 | 69,303 | SH | DFND | 01 02 BA | 0 | 69,303 | 0 | |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 96 | 564 | SH | DFND | 2 | 0 | 564 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 18,446 | 221,738 | SH | DFND | 01 02 | 0 | 221,738 | 0 | |
ACXIOM CORP | COM | 005125109 | 115,926 | 2,346,201 | SH | DFND | 01 02 | 0 | 2,346,201 | 0 | |
ADAMAS PHARMACEUTICALS INC | COM | 00548A106 | 1,566 | 78,200 | SH | DFND | 2 | 0 | 78,200 | 0 | |
ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 8,240 | 607,699 | SH | DFND | 02 BA | 0 | 607,699 | 0 | |
ADOBE SYS INC | COM | 00724F101 | 7,934 | 29,391 | SH | DFND | BC 01 02 | 0 | 29,391 | 0 | |
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 2,663 | 43,262 | SH | DFND | 02 BA | 0 | 43,262 | 0 | |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 3,085 | 43,740 | SH | DFND | 02 BA | 0 | 43,740 | 0 | |
AIR LEASE CORP | CL A | 00912X302 | 108,234 | 2,359,072 | SH | DFND | 01 02 | 0 | 2,294,772 | 64,300 | |
ALBANY INTL CORP | CL A | 012348108 | 4,015 | 50,507 | SH | DFND | 2 | 0 | 45,107 | 5,400 | |
ALEXANDERS INC | COM | 014752109 | 60,584 | 176,476 | SH | DFND | 01 02 | 5,000 | 160,286 | 11,190 | |
ALEXANDER & BALDWIN | COM | 014491104 | 6,807 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 125,147 | 994,887 | SH | DFND | 01 02 | 0 | 912,887 | 82,000 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADR | 01609W102 | 195,290 | 1,185,300 | SH | DFND | BC 01 02 | 0 | 1,121,530 | 63,770 | |
ALIGN TECHNOLOGY INC | COM | 016255101 | 63,399 | 162,054 | SH | DFND | 01 02 BA | 0 | 162,054 | 0 | |
ALPHABET INC | CL A | 02079K305 | 3,837 | 3,179 | SH | DFND | 01 02 | 0 | 3,179 | 0 | |
ALPHABET INC | CL C | 02079K107 | 42,104 | 35,279 | SH | DFND | 01 02 | 0 | 35,279 | 0 | |
ALTAIR ENGR INC | COM CL A | 021369103 | 87,976 | 2,024,757 | SH | DFND | 01 02 | 0 | 1,933,757 | 91,000 | |
AMAZON COM INC | COM | 023135106 | 95,269 | 47,563 | SH | DFND | BC 01 02 | 0 | 47,563 | 0 | |
AMERICA MOVIL SAB DE CV | SPON ADR L SHS | 02364W105 | 69,980 | 4,357,393 | SH | DFND | 01 02 | 0 | 4,087,200 | 270,193 | |
AMERICAN ASSETS TRUST INC | COM | 024013104 | 22,076 | 592,000 | SH | DFND | 2 | 0 | 523,162 | 68,838 | |
AMERICAN HOMES 4 RENT | CL A | 02665T306 | 14,616 | 667,703 | SH | DFND | 01 02 | 0 | 617,703 | 50,000 | |
AMERICAN TOWER CORP | COM | 03027X100 | 51,863 | 356,936 | SH | DFND | 01 02 | 0 | 356,936 | 0 | |
AMERICOLD RLTY TR | COM | 03064D108 | 77,390 | 3,093,116 | SH | DFND | 01 02 | 0 | 3,093,116 | 0 | |
ANAPTYSBIO INC | COM | 032724106 | 718 | 7,193 | SH | DFND | 01 02 BA | 0 | 7,193 | 0 | |
ANDEAVOR (FKA TESORO CORP) | COM | 03349M105 | 2,471 | 16,100 | SH | DFND | 2 | 0 | 16,100 | 0 | |
ANSYS INC | COM | 03662Q105 | 464,322 | 2,487,261 | SH | DFND | 01 02 | 0 | 2,310,561 | 176,700 | |
APPLE INC | COM | 037833100 | 30,560 | 135,376 | SH | DFND | 01 02 | 0 | 135,376 | 0 | |
AQUANTIA CORP | COM | 03842Q108 | 5,076 | 396,845 | SH | DFND | 01 02 | 0 | 396,845 | 0 | |
ARCH CAP GROUP LTD | ORD | G0450A105 | 696,389 | 23,360,933 | SH | DFND | 01 02 | 0 | 22,409,933 | 951,000 | |
ARCO PLATFORM LTD | COM CL A | G04553106 | 8,388 | 367,900 | SH | DFND | 2 | 0 | 367,900 | 0 | |
ARGENX SE | SPONSORED ADR | 04016X101 | 14,921 | 196,740 | SH | DFND | 02 BA | 0 | 196,740 | 0 | |
ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | 124 | 3,819 | SH | DFND | 1 | 0 | 3,819 | 0 | |
ON ASSIGNMENT INC | COM | 00191U102 | 134,978 | 1,710,100 | SH | DFND | 01 02 | 0 | 1,710,100 | 0 | |
ASML HOLDING N V | NY REG SHS | N07059210 | 8,077 | 42,958 | SH | DFND | 01 02 | 0 | 42,958 | 0 | |
ASSEMBLY BIOSCIENCES INC | COM | 045396108 | 51 | 1,362 | SH | DFND | BA | 0 | 1,362 | 0 | |
ASPEN TECHNOLOGY INC | COM | 045327103 | 94,021 | 825,400 | SH | DFND | 2 | 0 | 825,400 | 0 | |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 7,697 | 194,523 | SH | DFND | 02 BA | 0 | 194,523 | 0 | |
AVALARA INC | COM | 05338G106 | 10,479 | 300,000 | SH | DFND | 2 | 0 | 300,000 | 0 | |
AVALONBAY CMNTYS INC | COM | 053484101 | 89 | 490 | SH | DFND | 2 | 0 | 490 | 0 | |
AXOGEN INC | COM | 05463X106 | 5,178 | 140,527 | SH | DFND | 02 BA | 0 | 140,527 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 82,484 | 360,698 | SH | DFND | 01 02 | 0 | 336,446 | 24,252 | |
BANCO MACRO SA | SPON ADR B | 05961W105 | 18,708 | 452,200 | SH | DFND | 01 02 | 0 | 423,165 | 29,035 | |
BENEFITFOCUS INC | COM | 08180D106 | 168,674 | 4,169,936 | SH | DFND | 01 02 | 0 | 3,886,236 | 283,700 | |
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 320 | 1 | SH | DFND | 1 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 38,712 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
BIO TECHNE CORP | COM | 09073M104 | 308,048 | 1,509,224 | SH | DFND | 01 02 BA | 0 | 1,414,724 | 94,500 | |
BIOGEN IDEC INC | COM | 09062X103 | 3,595 | 10,175 | SH | DFND | 01 02 | 0 | 10,175 | 0 | |
BJS RESTAURANTS INC | COM | 09180C106 | 27,883 | 386,191 | SH | DFND | 2 | 0 | 386,191 | 0 | |
BLACKBERRY LTD | COM | 09228F103 | 1,556 | 136,714 | SH | DFND | 2 | 0 | 136,714 | 0 | |
BLACKROCK INC | COM | 09247X101 | 132 | 280 | SH | DFND | 2 | 0 | 280 | 0 | |
BLOOM ENERGY CORP | COM CL A | 093712107 | 89,467 | 2,625,207 | SH | DFND | 01 02 | 0 | 2,402,167 | 223,040 | |
BOOKING HLDGS INC | COM | 09857L108 | 70,043 | 35,304 | SH | DFND | 01 02 | 0 | 35,304 | 0 | |
BOSTON PROPERTIES INC | COM | 101121101 | 3,515 | 28,553 | SH | DFND | 01 02 | 0 | 28,553 | 0 | |
BOYD GAMING CORP | COM | 103304101 | 49,773 | 1,470,401 | SH | DFND | 01 02 | 0 | 1,470,401 | 0 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 381,934 | 3,241,125 | SH | DFND | 01 02 | 0 | 3,011,125 | 230,000 | |
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 27,528 | 618,192 | SH | DFND | 01 02 | 0 | 618,192 | 0 | |
BROOKS AUTOMATION INC | COM | 114340102 | 5,430 | 155,000 | SH | DFND | 2 | 0 | 155,000 | 0 | |
BWX TECHNOLOGIES INC | COM | 05605H100 | 34,578 | 552,892 | SH | DFND | 01 02 | 0 | 552,892 | 0 | |
CACTUS INC | CL A | 127203107 | 2,044 | 53,400 | SH | DFND | 2 | 0 | 53,400 | 0 | |
CAMPING WORLD HLDGS INC | CL A | 13462K109 | 42,737 | 2,004,550 | SH | DFND | 01 02 | 0 | 2,004,550 | 0 | |
CANTEL MEDICAL CORP | COM | 138098108 | 47,506 | 516,030 | SH | DFND | 02 BA | 0 | 516,030 | 0 | |
CAREDX INC | COM | 14167L103 | 13,910 | 482,133 | SH | DFND | 02 BA | 0 | 482,133 | 0 | |
CARMAX INC | COM | 143130102 | 19,553 | 261,859 | SH | DFND | 01 02 | 0 | 261,859 | 0 | |
CBOE HLDGS INC | COM | 12503M108 | 19,192 | 200,000 | SH | DFND | 2 | 0 | 200,000 | 0 | |
CBRE GROUP INC | CL A | 12504L109 | 72,234 | 1,637,957 | SH | DFND | 01 02 | 0 | 1,637,957 | 0 | |
CDW CORP | COM | 12514G108 | 33,226 | 373,667 | SH | DFND | 01 02 | 0 | 373,667 | 0 | |
CERIDIAN HCM HLDG INC | COM | 15677J108 | 81,798 | 1,946,170 | SH | DFND | 01 02 | 0 | 1,946,170 | 0 | |
CERUS CORP | COM | 157085101 | 7,397 | 1,026,000 | SH | DFND | 2 | 0 | 1,026,000 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 92 | 283 | SH | DFND | 2 | 0 | 283 | 0 | |
CHOICE HOTELS INTL INC | COM | 169905106 | 401,075 | 4,814,823 | SH | DFND | 01 02 | 20,000 | 4,249,923 | 544,900 | |
CHURCH & DWIGHT INC | COM | 171340102 | 62,384 | 1,050,767 | SH | DFND | 01 02 | 0 | 955,767 | 95,000 | |
CIMPRESS N V | SHS EURO | N20146101 | 1,873 | 13,707 | SH | DFND | 2 | 0 | 13,707 | 0 | |
CISION LTD | SHS | G1992S109 | 127,538 | 7,591,547 | SH | DFND | 01 02 | 0 | 7,534,047 | 57,500 | |
CME GROUP INC | COM | 12572Q105 | 9,924 | 58,304 | SH | DFND | 01 02 | 0 | 58,304 | 0 | |
COGNEX CORP | COM | 192422103 | 103,267 | 1,850,000 | SH | DFND | 2 | 0 | 1,850,000 | 0 | |
COHEN & STEERS INC | COM | 19247A100 | 108,400 | 2,669,281 | SH | DFND | 01 02 | 0 | 2,352,081 | 317,200 | |
COHERENT INC | COM | 192479103 | 5,045 | 29,300 | SH | DFND | 2 | 0 | 29,300 | 0 | |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 0 | 100 | SH | DFND | 1 | 0 | 100 | 0 | |
CONCHO RES INC | COM | 20605P101 | 23,001 | 150,579 | SH | DFND | 01 02 | 0 | 150,579 | 0 | |
CONSTELLATION BRANDS INC | COM | 21036P108 | 100 | 464 | SH | DFND | 2 | 0 | 464 | 0 | |
COPA HOLDINGS SA | CL A | P31076105 | 23,304 | 291,881 | SH | DFND | 01 02 | 0 | 273,076 | 18,805 | |
CORIUM INTL INC | COM | 21887L107 | 2,772 | 291,474 | SH | DFND | 2 | 0 | 291,474 | 0 | |
COSTAR GROUP INC | COM | 22160N109 | 1,039,498 | 2,470,055 | SH | DFND | 01 02 | 0 | 2,316,205 | 153,850 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 63 | 268 | SH | DFND | 2 | 0 | 268 | 0 | |
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 92 | 824 | SH | DFND | 2 | 0 | 824 | 0 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 6,824 | 183,600 | SH | DFND | 01 02 | 0 | 183,600 | 0 | |
CYRUSONE INC | COM | 23283R100 | 17,240 | 271,922 | SH | DFND | 01 02 | 0 | 271,922 | 0 | |
DANAHER CORP DEL | COM | 235851102 | 114 | 1,051 | SH | DFND | 2 | 0 | 1,051 | 0 | |
DENALI THERAPEUTICS INC | COM | 24823R105 | 20,770 | 955,402 | SH | DFND | 01 02 | 0 | 877,902 | 77,500 | |
DEVON ENERGY CORP NEW | COM | 25179M103 | 799 | 20,000 | SH | DFND | 2 | 0 | 20,000 | 0 | |
DEXCOM INC | COM | 252131107 | 43,150 | 301,661 | SH | DFND | 01 02 BA | 0 | 301,661 | 0 | |
DICKS SPORTING GOODS INC | COM | 253393102 | 25,963 | 731,765 | SH | DFND | 01 02 | 0 | 668,265 | 63,500 | |
DIGITAL RLTY TR INC | COM | 253868103 | 18,774 | 166,907 | SH | DFND | 01 02 | 0 | 166,907 | 0 | |
DOUGLAS EMMETT INC | COM | 25960P109 | 228,981 | 6,070,548 | SH | DFND | 01 02 | 0 | 5,600,548 | 470,000 | |
DROPBOX INC | COM | 26210C104 | 3,711 | 138,308 | SH | DFND | 01 02 | 0 | 138,308 | 0 | |
DUKE REALTY CORP | COM | 264411505 | 70 | 2,476 | SH | DFND | 2 | 0 | 2,476 | 0 | |
EAGLE MATERIALS INC | COM | 26969P108 | 6,114 | 71,730 | SH | DFND | 01 02 | 0 | 71,730 | 0 | |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 6,652 | 38,209 | SH | DFND | 01 02 BA | 0 | 38,209 | 0 | |
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 349 | 10,000 | SH | DFND | 01 02 BA | 0 | 10,000 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 11,330 | 94,034 | SH | DFND | 01 02 | 0 | 94,034 | 0 | |
ELLIE MAE INC | COM | 28849P100 | 3,643 | 38,440 | SH | DFND | 01 02 | 0 | 35,082 | 3,358 | |
EMERALD EXPOSITIONS EVENTS INC | COM | 29103B100 | 22,248 | 1,350,000 | SH | DFND | 2 | 0 | 1,350,000 | 0 | |
EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 3,950 | 60,000 | SH | DFND | 2 | 0 | 60,000 | 0 | |
ENCANA CORP | COM | 292505104 | 7,085 | 540,453 | SH | DFND | 2 | 0 | 540,453 | 0 | |
ENDAVA PLC | ADS | 29260V105 | 8,939 | 308,760 | SH | DFND | 2 | 0 | 308,760 | 0 | |
ENERGY TRASNFER EQUITY L P | COM UT LTD PTN | 29273V100 | 1,189 | 68,200 | SH | DFND | 2 | 0 | 68,200 | 0 | |
ENVESTNET INC | COM | 29404K106 | 5,998 | 98,410 | SH | DFND | 01 02 | 0 | 98,410 | 0 | |
EOG RES INC | COM | 26875P101 | 1,144 | 8,968 | SH | DFND | 2 | 0 | 8,968 | 0 | |
EPAM SYS INC | COM | 29414B104 | 11,091 | 80,544 | SH | DFND | 01 02 | 0 | 80,544 | 0 | |
EQUINIX INC | COM | 29444U700 | 125,651 | 290,261 | SH | DFND | 01 02 | 0 | 290,261 | 0 | |
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 51 | 533 | SH | DFND | 2 | 0 | 533 | 0 | |
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 88 | 1,331 | SH | DFND | 2 | 0 | 1,331 | 0 | |
ESCO TECHNOLOGIES INC | COM | 296315104 | 4,872 | 71,600 | SH | DFND | 2 | 0 | 71,600 | 0 | |
ESPERION THERAPEUTICS INC | COM | 29664W105 | 4,437 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
ESSENT GROUP LTD | COM | G3198U102 | 34,762 | 785,579 | SH | DFND | 01 02 | 0 | 720,079 | 65,500 | |
ESSEX PPTY TR INC | COM | 297178105 | 18 | 74 | SH | DFND | 2 | 0 | 74 | 0 | |
EVENTBRITE INC | COM CL A | 29975E109 | 5,695 | 150,000 | SH | DFND | BC 02 | 0 | 150,000 | 0 | |
EVERSPIN TECHNOLOGIES INC | COM | 30041T104 | 5,760 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
EXPEDIA INC DEL | COM | 30212P303 | 52,106 | 399,342 | SH | DFND | 01 02 | 0 | 399,342 | 0 | |
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 14,672 | 725,252 | SH | DFND | 01 02 | 0 | 725,252 | 0 | |
FACEBOOK INC. | CL A | 30303M102 | 23,345 | 141,951 | SH | DFND | 01 02 | 0 | 141,951 | 0 | |
FACTSET RESH SYS INC | COM | 303075105 | 640,647 | 2,863,740 | SH | DFND | 01 02 | 0 | 2,714,594 | 149,146 | |
FASTENAL CO | COM | 311900104 | 76,887 | 1,325,176 | SH | DFND | 01 02 | 0 | 1,325,176 | 0 | |
FIRST REP BK SAN FRAN CALI N | CL A | 33616C100 | 48,644 | 506,706 | SH | DFND | 01 02 | 0 | 506,706 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 81,497 | 357,693 | SH | DFND | 01 02 | 0 | 357,693 | 0 | |
FLEXION THERAPEUTICS INC | COM | 33938J106 | 7,203 | 385,000 | SH | DFND | 2 | 0 | 385,000 | 0 | |
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 57,954 | 1,920,922 | SH | DFND | 01 02 | 0 | 1,920,922 | 0 | |
FLOTEK INDUSTRIES INC DEL | COM | 343389102 | 800 | 333,539 | SH | DFND | 2 | 0 | 333,539 | 0 | |
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 91,125 | 920,734 | SH | DFND | 01 02 | 0 | 861,416 | 59,318 | |
FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 6,959 | 184,300 | SH | DFND | 2 | 0 | 184,300 | 0 | |
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 8,468 | 161,726 | SH | DFND | 01 02 | 0 | 161,726 | 0 | |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 367,656 | 10,429,965 | SH | DFND | 01 02 | 0 | 9,730,315 | 699,650 | |
GARTNER INC | COM | 366651107 | 1,100,110 | 6,940,757 | SH | DFND | BC 01 02 | 0 | 6,648,782 | 291,975 | |
GCI LIBERTY INC | CL A | 36164V305 | 7,000 | 137,260 | SH | DFND | 01 02 | 0 | 137,260 | 0 | |
GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 24,652 | 701,735 | SH | DFND | 01 02 | 0 | 701,735 | 0 | |
GLOBANT S A | COM | L44385109 | 2,046 | 34,680 | SH | DFND | 2 | 0 | 34,680 | 0 | |
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 6,679 | 240,235 | SH | DFND | 2 | 0 | 240,235 | 0 | |
GRUBHUB INC | COM | 400110102 | 49 | 356 | SH | DFND | BC | 0 | 356 | 0 | |
GTT COMMUNICATIONS INC | COM | 362393100 | 108,500 | 2,500,000 | SH | DFND | 2 | 0 | 2,500,000 | 0 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 659,485 | 6,528,904 | SH | DFND | BC 01 02 | 0 | 6,284,904 | 244,000 | |
HALLIBURTON CO | COM | 406216101 | 1,860 | 45,896 | SH | DFND | 2 | 0 | 45,896 | 0 | |
HCA HEALTHCARE INC | COM | 40412C101 | 169 | 1,217 | SH | DFND | BA | 0 | 1,217 | 0 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 1,718 | 18,255 | SH | DFND | 2 | 0 | 18,255 | 0 | |
HEALTHEQUITY INC | COM | 42226A107 | 99,521 | 1,054,136 | SH | DFND | 01 02 BA | 0 | 1,054,136 | 0 | |
HEICO CORP NEW | CL A | 422806208 | 14,576 | 193,061 | SH | DFND | 01 02 | 0 | 193,061 | 0 | |
HEICO CORP NEW | COM | 422806109 | 9,353 | 100,993 | SH | DFND | 01 02 | 0 | 100,993 | 0 | |
HILTON GRAND VACATIONS INC | COM | 43283X105 | 21,677 | 654,905 | SH | DFND | 01 02 | 0 | 654,905 | 0 | |
HILTON WORLDWIDE HLDGS INC | WHEN ISSUED | 43300A203 | 18,906 | 234,047 | SH | DFND | 01 02 | 0 | 234,047 | 0 | |
HOME DEPOT INC | COM | 437076102 | 38,721 | 186,924 | SH | DFND | 01 02 | 2,000 | 184,924 | 0 | |
HOST HOTELS & RESORTS INC | COM | 44107P104 | 71 | 3,350 | SH | DFND | 2 | 0 | 3,350 | 0 | |
HOULIHAN LOKEY INC | CL A | 441593100 | 54,894 | 1,221,769 | SH | DFND | 01 02 | 0 | 1,170,769 | 51,000 | |
HUDSON LTD | COM CL A | G46408103 | 67,680 | 3,000,000 | SH | DFND | 2 | 0 | 3,000,000 | 0 | |
HUDSON PAC PPTYS INC | COM | 444097109 | 56 | 1,715 | SH | DFND | 2 | 0 | 1,715 | 0 | |
HUMANA INC | COM | 444859102 | 192 | 568 | SH | DFND | BA | 0 | 568 | 0 | |
HYATT HOTELS CORP | COM CL A | 448579102 | 371,125 | 4,662,956 | SH | DFND | 01 02 | 0 | 4,325,581 | 337,375 | |
IAC INTERACTIVECORP | COM | 44919P508 | 21,353 | 98,530 | SH | DFND | BC 01 02 | 0 | 98,530 | 0 | |
ICHOR HOLDINGS | SHS | G4740B105 | 5,922 | 290,000 | SH | DFND | 2 | 0 | 290,000 | 0 | |
ICON PLC | SHS | G4705A100 | 123,780 | 805,071 | SH | DFND | 01 02 BA | 0 | 805,071 | 0 | |
IDEX CORP | COM | 45167R104 | 68,633 | 455,548 | SH | DFND | 01 02 | 0 | 455,548 | 0 | |
IDEXX LABS INC | COM | 45168D104 | 1,038,813 | 4,160,912 | SH | DFND | 01 02 BA | 0 | 3,949,837 | 211,075 | |
ILLINOIS TOOL WKS INC | COM | 452308109 | 68 | 483 | SH | DFND | 2 | 0 | 483 | 0 | |
ILLUMINA INC | COM | 452327109 | 149,379 | 406,960 | SH | DFND | 01 02 BA | 0 | 406,960 | 0 | |
INGEVITY CORP | COM | 45688C107 | 11,390 | 111,800 | SH | DFND | 2 | 0 | 111,800 | 0 | |
INSTALLED BLDG PRODS INC | COM | 45780R101 | 54,880 | 1,407,187 | SH | DFND | 01 02 | 0 | 1,407,187 | 0 | |
INSULET CORP | COM | 45784P101 | 96 | 905 | SH | DFND | BA | 0 | 905 | 0 | |
INTERSECT ENT INC | COM | 46071F103 | 11,308 | 393,336 | SH | DFND | 02 BA | 0 | 393,336 | 0 | |
INTERXION HOLDING N.V | SHS | N47279109 | 48,742 | 724,253 | SH | DFND | 01 02 | 0 | 724,253 | 0 | |
INTRICON CORP | COM | 46121H109 | 9,510 | 169,217 | SH | DFND | 02 BA | 0 | 169,217 | 0 | |
INTUITIVE SURGICAL INC | COM | 46120E602 | 19,542 | 34,045 | SH | DFND | 01 02 BA | 0 | 34,045 | 0 | |
INVITATION HOMES INC | COM | 46187W107 | 13,033 | 568,897 | SH | DFND | 01 02 | 0 | 568,897 | 0 | |
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 57 | 602 | SH | DFND | BA | 0 | 602 | 0 | |
IRIDIUM COMMUNICATIONS INC | COM | 46269C102 | 207,611 | 9,227,152 | SH | DFND | 01 02 | 0 | 8,319,152 | 908,000 | |
ITAU UNIBANCO HLDG SA | COM | 465562106 | 56,117 | 5,110,866 | SH | DFND | 01 02 | 0 | 4,790,227 | 320,639 | |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 104,185 | 873,300 | SH | DFND | 01 02 | 0 | 873,300 | 0 | |
KENNEDY-WILSON HLDGS INC | COM | 489398107 | 63 | 2,935 | SH | DFND | 2 | 0 | 2,935 | 0 | |
KILROY RLTY CORP | COM | 49427F108 | 53 | 736 | SH | DFND | 2 | 0 | 736 | 0 | |
KINSALE CAP GROUP INC | COM | 49714P108 | 90,781 | 1,421,563 | SH | DFND | 01 02 | 0 | 1,298,322 | 123,241 | |
KORNIT DIGITAL LTD | SHS | M6372Q113 | 4,227 | 193,000 | SH | DFND | 2 | 0 | 193,000 | 0 | |
LENDINGTREE INC | COM | 52603B107 | 39,894 | 173,376 | SH | DFND | 01 02 | 0 | 148,076 | 25,300 | |
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 8,433 | 100,000 | SH | DFND | 2 | 0 | 100,000 | 0 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 55,184 | 654,620 | SH | DFND | 01 02 | 0 | 654,620 | 0 | |
LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 17,170 | 365,000 | SH | DFND | 2 | 0 | 365,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM A MEDIA GRP | 531229870 | 6,582 | 185,000 | SH | DFND | 2 | 0 | 185,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C MEDIA GRP | 531229854 | 27,892 | 750,000 | SH | DFND | 2 | 0 | 750,000 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 47,795 | 1,100,000 | SH | DFND | 2 | 0 | 1,100,000 | 0 | |
LIMONEIRA CO | COM | 532746104 | 5,614 | 215,000 | SH | DFND | 2 | 0 | 215,000 | 0 | |
LITTELFUSE INC | COM | 537008104 | 70,131 | 354,395 | SH | DFND | 01 02 | 0 | 339,395 | 15,000 | |
LIVANOVA PLC | SHS | G5509L101 | 143 | 1,157 | SH | DFND | BA | 0 | 1,157 | 0 | |
LOMA NEGRA CORP | SPONSORED ADS | 54150E104 | 25,931 | 2,933,351 | SH | DFND | 01 02 | 0 | 2,740,676 | 192,675 | |
LUXFER HOLDINGS PLC | SHS | G5698W116 | 2,952 | 126,960 | SH | DFND | 2 | 0 | 126,960 | 0 | |
MA COM TECHNOLOGY SOLUTIONS | COM | 55405Y100 | 2,822 | 137,000 | SH | DFND | 2 | 0 | 137,000 | 0 | |
MAGNOLIA OIL & GAS CORP | CL A | 559663109 | 1,274 | 84,900 | SH | DFND | 2 | 0 | 84,900 | 0 | |
MANCHESTER UNITED PLC NEW | ORD CL A | G5784H106 | 314,862 | 13,993,884 | SH | DFND | 01 02 | 0 | 12,796,159 | 1,197,725 | |
MANHATTAN ASSOCS INC | COM | 562750109 | 2,899 | 53,100 | SH | DFND | 1 | 0 | 53,100 | 0 | |
MARATHON OIL CORP | COM | 565849106 | 1,173 | 50,400 | SH | DFND | 2 | 0 | 50,400 | 0 | |
MARKETAXESS HLDGS INC | COM | 57060D108 | 49,033 | 274,711 | SH | DFND | 01 02 | 0 | 274,711 | 0 | |
MARRIOTT INTL INC | CL A | 571903202 | 14,408 | 109,128 | SH | DFND | 01 02 | 0 | 109,128 | 0 | |
MARRIOTT VACATIONS WORLDWIDE C | COM | 57164Y107 | 345,484 | 3,091,578 | SH | DFND | 01 02 | 0 | 2,852,578 | 239,000 | |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 6,249 | 34,344 | SH | DFND | 01 02 | 0 | 34,344 | 0 | |
MASCO CORP | COM | 574599106 | 8,543 | 233,426 | SH | DFND | 01 02 | 0 | 233,426 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 27,138 | 121,910 | SH | DFND | BC 01 02 | 0 | 121,910 | 0 | |
MAXIMUS INC | COM | 577933104 | 158,285 | 2,432,902 | SH | DFND | 01 02 | 0 | 2,246,902 | 186,000 | |
MEDTRONIC PLC | SHS | G5960L103 | 268 | 2,722 | SH | DFND | BA | 0 | 2,722 | 0 | |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 13,896 | 189,189 | SH | DFND | 01 02 | 0 | 189,189 | 0 | |
MERCADOLIBRE INC | COM | 58733R102 | 1,061 | 3,117 | SH | DFND | 2 | 0 | 3,117 | 0 | |
MERCURY SYS INC | COM | 589378108 | 70,633 | 1,276,800 | SH | DFND | 2 | 0 | 1,276,800 | 0 | |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 341,599 | 560,936 | SH | DFND | 01 02 BA | 0 | 544,336 | 16,600 | |
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 26,720 | 906,062 | SH | DFND | 01 02 | 0 | 906,062 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 34,635 | 1,240,965 | SH | DFND | 01 02 | 0 | 1,240,965 | 0 | |
MICROSOFT CORP | COM | 594918104 | 26,542 | 232,071 | SH | DFND | BC 01 02 | 0 | 232,071 | 0 | |
MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADR | 606822104 | 3,945 | 637,288 | SH | DFND | 2 | 0 | 637,288 | 0 | |
MOELIS & CO | CL A | 60786M105 | 103,880 | 1,895,615 | SH | DFND | 01 02 | 0 | 1,815,615 | 80,000 | |
MOMO INC | AD | 60879B107 | 73,565 | 1,679,574 | SH | DFND | 01 02 | 0 | 1,576,153 | 103,421 | |
MOODYS CORP | COM | 615369105 | 148 | 883 | SH | DFND | 2 | 0 | 883 | 0 | |
MORNINGSTAR INC | COM | 617700109 | 183,513 | 1,457,606 | SH | DFND | 01 02 | 0 | 1,321,106 | 136,500 | |
MPLX LP | COM UNIT REP LTP | 55336V100 | 756 | 21,800 | SH | DFND | 2 | 0 | 21,800 | 0 | |
MSCI INC | CL A | 55354G100 | 389,092 | 2,193,178 | SH | DFND | 01 02 | 0 | 2,012,178 | 181,000 | |
MYOVANT SCIENCES LTD | COM | G637AM102 | 3,525 | 132,761 | SH | DFND | 02 BA | 0 | 132,761 | 0 | |
MYRIAD GENETICS INC | COM | 62855J104 | 11,960 | 260,000 | SH | DFND | 2 | 0 | 260,000 | 0 | |
NCS MULTISTAGE HLDGS INC | COM | 628877102 | 1,090 | 66,000 | SH | DFND | 2 | 0 | 66,000 | 0 | |
NEOGEN CORP | COM | 640491106 | 42,403 | 592,794 | SH | DFND | 2 | 0 | 530,117 | 62,677 | |
NETFLIX INC | COM | 64110L106 | 7,073 | 18,904 | SH | DFND | 01 02 | 0 | 18,904 | 0 | |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 3,816 | 31,034 | SH | DFND | 02 BA | 0 | 31,034 | 0 | |
NOBLE MIDSTREAM PARTNERS LP | COM UNIT REPST | 65506L105 | 791 | 22,338 | SH | DFND | 2 | 0 | 22,338 | 0 | |
NOKIA CORP | SPONSORED ADR | 654902204 | 4,210 | 754,550 | SH | DFND | 2 | 0 | 754,550 | 0 | |
NORDSON CORP | COM | 655663102 | 31,252 | 225,000 | SH | DFND | 2 | 0 | 225,000 | 0 | |
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 57,322 | 998,113 | SH | DFND | 01 02 | 0 | 998,113 | 0 | |
NOVANTA INC | COM | 67000B104 | 3,762 | 55,000 | SH | DFND | 2 | 0 | 55,000 | 0 | |
NVIDIA CORP | COM | 67066G104 | 5,086 | 18,100 | SH | DFND | 2 | 0 | 18,100 | 0 | |
OAKTREE CAP GROUP LLC | UNIT 99/99/9999 | 674001201 | 79,388 | 1,917,596 | SH | DFND | 01 02 | 0 | 1,766,696 | 150,900 | |
OKTA INC | CL A | 679295105 | 1,304 | 18,540 | SH | DFND | 2 | 0 | 18,540 | 0 | |
OLLIES BARGAIN OUTLT HLDGS INC | COM | 681116109 | 80,339 | 835,997 | SH | DFND | 01 02 | 0 | 792,874 | 43,123 | |
OPERA LTD | SPONSORED ADS | 68373M107 | 1,661 | 184,782 | SH | DFND | BC 02 | 0 | 184,782 | 0 | |
ORION ENGINEERED CARBONS S A | COM | L72967109 | 32,100 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 78,046 | 2,820,585 | SH | DFND | 01 02 | 0 | 2,668,903 | 151,682 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 57 | 254 | SH | DFND | BC | 0 | 254 | 0 | |
PAR TECHNOLOGY CORP | COM | 698884103 | 2,518 | 113,320 | SH | DFND | BC 02 | 0 | 113,320 | 0 | |
PARK HOTELS RESORTS INC | COM | 700517105 | 9,664 | 294,461 | SH | DFND | 01 02 | 0 | 294,461 | 0 | |
PARSLEY ENERGY INC | CL A | 701877102 | 4,118 | 140,800 | SH | DFND | 2 | 0 | 140,800 | 0 | |
PARTY CITY HOLDCO INC | COM | 702149105 | 48,780 | 3,600,000 | SH | DFND | 2 | 0 | 3,600,000 | 0 | |
PEBBLEBROOK HOTEL TR | COM | 70509V100 | 43 | 1,191 | SH | DFND | 2 | 0 | 1,191 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 74,786 | 1,194,660 | SH | DFND | 01 02 | 0 | 1,194,660 | 0 | |
PENN NATL GAMING INC | COM | 707569109 | 212,382 | 6,451,449 | SH | DFND | 01 02 | 0 | 5,978,878 | 472,571 | |
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 50,461 | 1,515,342 | SH | DFND | 01 02 | 0 | 1,398,442 | 116,900 | |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 95,506 | 7,912,703 | SH | DFND | 01 02 | 0 | 7,412,973 | 499,730 | |
PINDUODUO INC | SPONSORED ADS | 722304102 | 11,768 | 447,612 | SH | DFND | 01 02 | 0 | 422,523 | 25,089 | |
PINNACLE ENTMT INC | COM | 72348Y105 | 141,938 | 4,213,056 | SH | DFND | 01 02 | 0 | 3,674,556 | 538,500 | |
PIONEER NAT RES CO | COM | 723787107 | 801 | 4,600 | SH | DFND | 2 | 0 | 4,600 | 0 | |
PLANET FITNESS INC | CL A | 72703H101 | 44,413 | 822,000 | SH | DFND | 2 | 0 | 822,000 | 0 | |
PRA HEALTH SCIENCES INC | COM | 69354M108 | 105,161 | 954,364 | SH | DFND | 01 02 | 0 | 954,364 | 0 | |
PRIMERICA INC | COM | 74164M108 | 302,913 | 2,512,755 | SH | DFND | 01 02 | 0 | 2,285,930 | 226,825 | |
PROLOGIS INC | COM | 74340W103 | 13,655 | 201,431 | SH | DFND | 01 02 | 0 | 201,431 | 0 | |
PROOFPOINT INC | COM | 743424103 | 3,338 | 31,389 | SH | DFND | 01 02 | 0 | 31,389 | 0 | |
QAD INC | CL A | 74727D306 | 4,249 | 75,000 | SH | DFND | 2 | 0 | 75,000 | 0 | |
QAD INC | CL B | 74727D207 | 830 | 20,000 | SH | DFND | 2 | 0 | 20,000 | 0 | |
QTS RLTY TR INC | COM CL A | 74736A103 | 8,418 | 197,293 | SH | DFND | 2 | 0 | 197,293 | 0 | |
QUALCOMM INC | COM | 747525103 | 288 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
QUALYS INC | COM | 74758T303 | 42,590 | 478,000 | SH | DFND | 2 | 0 | 478,000 | 0 | |
RA MED SYS INC | COM | 74933X104 | 5,658 | 310,900 | SH | DFND | 02 BA | 0 | 310,900 | 0 | |
RAVEN INDS INC | COM | 754212108 | 30,744 | 672,000 | SH | DFND | 2 | 0 | 672,000 | 0 | |
RAYONIER INC | COM | 754907103 | 20 | 585 | SH | DFND | 2 | 0 | 585 | 0 | |
RBC BEARINGS INC | COM | 75524B104 | 41,349 | 275,000 | SH | DFND | 2 | 0 | 275,000 | 0 | |
RED HAT INC | COM | 756577102 | 5,698 | 41,811 | SH | DFND | 01 02 | 0 | 41,811 | 0 | |
RED LION HOTELS CORP | COM | 756764106 | 5,562 | 445,000 | SH | DFND | 2 | 0 | 445,000 | 0 | |
RED ROCK RESORTS INC | CL A | 75700L108 | 220,142 | 8,260,501 | SH | DFND | 01 02 | 0 | 8,047,501 | 213,000 | |
REV GROUP INC | COM | 749527107 | 15,700 | 1,000,000 | SH | DFND | 2 | 0 | 1,000,000 | 0 | |
REXFORD INDL RLTY INC | COM | 76169C100 | 28 | 874 | SH | DFND | 2 | 0 | 874 | 0 | |
RINGCENTRAL INC | CL A | 76680R206 | 4,445 | 47,767 | SH | DFND | 01 02 | 0 | 47,767 | 0 | |
ROBERT HALF INTL INC | COM | 770323103 | 7,341 | 104,310 | SH | DFND | 1 | 42,000 | 62,310 | 0 | |
ROLLINS INC | COM | 775711104 | 43,048 | 709,304 | SH | DFND | 01 02 | 0 | 709,304 | 0 | |
ROPER INDUSTRIES INC NEW | COM | 776696106 | 75,289 | 254,174 | SH | DFND | 01 02 | 0 | 254,174 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 21,308 | 163,980 | SH | DFND | 01 02 | 0 | 163,980 | 0 | |
RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | 3,239 | 33,725 | SH | DFND | 2 | 0 | 33,725 | 0 | |
S&P GLOBAL INC | COM | 78409V104 | 5,567 | 28,493 | SH | DFND | 01 02 | 0 | 28,493 | 0 | |
SAGE THERAPEUTICS INC | COM | 78667J108 | 45,425 | 321,596 | SH | DFND | 01 02 BA | 0 | 321,596 | 0 | |
SALESFORCE.COM INC | COM | 79466L302 | 5,781 | 36,351 | SH | DFND | 01 02 | 0 | 36,351 | 0 | |
SANCHEZ PRODTN PARTNER | COM UNIT REPSTG | 79971C201 | 693 | 97,600 | SH | DFND | 2 | 0 | 97,600 | 0 | |
SASOL LTD | SPONSORED ADR | 803866300 | 29,532 | 764,281 | SH | DFND | 01 02 | 0 | 715,252 | 49,029 | |
SBA COMMUNICATIONS CORP | COM | 78410G104 | 191,212 | 1,190,387 | SH | DFND | 01 02 | 0 | 1,190,387 | 0 | |
SERVICENOW INC | COM | 81762P102 | 6,229 | 31,842 | SH | DFND | 01 02 | 0 | 31,842 | 0 | |
SHUTTERFLY INC | COM | 82568P304 | 77,421 | 1,175,000 | SH | DFND | 2 | 0 | 1,175,000 | 0 | |
SIENTRA INC | COM | 82621J105 | 9,029 | 378,100 | SH | DFND | 2 | 0 | 378,100 | 0 | |
SIMON PPTY GROUP INC NEW | COM | 828806109 | 43 | 244 | SH | DFND | 2 | 0 | 244 | 0 | |
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 110,358 | 1,464,803 | SH | DFND | 01 02 | 0 | 1,464,803 | 0 | |
SL GREEN RLTY CORP | COM | 78440X101 | 16,717 | 171,406 | SH | DFND | 01 02 | 0 | 171,406 | 0 | |
SM ENERGY CO | COM | 78454L100 | 1,122 | 35,600 | SH | DFND | 2 | 0 | 35,600 | 0 | |
SONY CORP | ADR | 835699307 | 3,410 | 56,223 | SH | DFND | 2 | 0 | 56,223 | 0 | |
SPLUNK INC | COM | 848637104 | 12,202 | 100,921 | SH | DFND | 01 02 | 0 | 100,921 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 3,472 | 19,200 | SH | DFND | 2 | 0 | 19,200 | 0 | |
SPROUTS FMRS MKT INC | COM | 85208M102 | 822 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
SS&C TECHNOLOGIES HOLDINGS INC | COM | 78467J100 | 354,701 | 6,241,437 | SH | DFND | 01 02 | 0 | 5,771,437 | 470,000 | |
STAMPS COM INC | COM NEW | 852857200 | 3,847 | 17,006 | SH | DFND | 01 02 | 0 | 17,006 | 0 | |
STITCH FIX INC | COM CL A | 860897107 | 37 | 836 | SH | DFND | BC | 0 | 836 | 0 | |
SUMMIT MATLS INC | CL A | 86614U100 | 53,320 | 2,932,866 | SH | DFND | 01 02 | 0 | 2,932,866 | 0 | |
SUN CMNTYS INC | COM | 866674104 | 50 | 497 | SH | DFND | 2 | 0 | 497 | 0 | |
SUN HYDRAULICS CORP | COM | 866942105 | 33,690 | 615,000 | SH | DFND | 2 | 0 | 615,000 | 0 | |
SUNCOR ENERGY INC NEW | COM | 867224107 | 1,405 | 36,304 | SH | DFND | 2 | 0 | 36,304 | 0 | |
SUNSTONE HOTEL INVS INC NEW | COM | 867892101 | 41 | 2,499 | SH | DFND | 2 | 0 | 2,499 | 0 | |
PRICE T ROWE GROUP INC | COM | 74144T108 | 38,945 | 356,704 | SH | DFND | 01 02 | 4,000 | 352,704 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 117,691 | 2,665,112 | SH | DFND | 01 02 | 0 | 2,495,024 | 170,088 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 2,413 | 17,489 | SH | DFND | 2 | 0 | 17,489 | 0 | |
TAL ED GROUP | ADS REPSTG COM | 874080104 | 9,622 | 374,252 | SH | DFND | 01 02 | 0 | 352,889 | 21,363 | |
TARGA RES CORP | COM | 87612G101 | 1,425 | 25,300 | SH | DFND | 2 | 0 | 25,300 | 0 | |
TE CONNECTIVITY LTD | REG SHS | H84989104 | 107 | 1,212 | SH | DFND | 2 | 0 | 1,212 | 0 | |
TELADOC INC | COM | 87918A105 | 155,171 | 1,797,000 | SH | DFND | 2 | 0 | 1,797,000 | 0 | |
TELEFLEX INC | COM | 879369106 | 58,607 | 220,254 | SH | DFND | 01 02 BA | 0 | 220,254 | 0 | |
TENABLE HLDGS INC | COM | 88025T102 | 4,666 | 120,000 | SH | DFND | 2 | 0 | 120,000 | 0 | |
TESLA MOTORS INC | COM | 88160R101 | 440,172 | 1,662,469 | SH | DFND | BC 01 02 | 225,000 | 1,361,805 | 75,664 | |
TEXAS INSTRS INC | COM | 882508104 | 36 | 337 | SH | DFND | 2 | 0 | 337 | 0 | |
CARLYLE GROUP L P | COM UTS LTD PTN | 14309L102 | 73,232 | 3,247,527 | SH | DFND | 01 02 | 0 | 2,977,527 | 270,000 | |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 316,906 | 6,447,740 | SH | DFND | 01 02 | 187,250 | 6,031,490 | 229,000 | |
CHEESECAKE FACTORY INC | COM | 163072101 | 42,832 | 800,000 | SH | DFND | 2 | 0 | 800,000 | 0 | |
COOPER COS INC | COM NEW | 216648402 | 46,497 | 167,769 | SH | DFND | 01 02 | 0 | 167,769 | 0 | |
LAUDER ESTEE COS INC | CL A | 518439104 | 56 | 388 | SH | DFND | 2 | 0 | 388 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 179 | 800 | SH | DFND | 800 | 0 | 0 | ||
SMUCKER J M CO | COM | 832696405 | 26 | 251 | SH | DFND | 251 | 0 | 0 | ||
MADISON SQUARE GARDEN CO | CL A | 55825T103 | 71,021 | 225,236 | SH | DFND | BC 02 | 0 | 225,236 | 0 | |
MIDDLEBY CORP | COM | 596278101 | 1,112 | 8,600 | SH | DFND | 2 | 0 | 8,600 | 0 | |
PROCTER & GAMBLE CO | COM | 742718109 | 149 | 1,796 | SH | DFND | 1,796 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 15,306 | 33,623 | SH | DFND | 01 02 | 0 | 33,623 | 0 | |
STARS GROUP INC | COM | 85570w100 | 2,143 | 86,070 | SH | DFND | 2 | 0 | 86,070 | 0 | |
TORO CO | COM | 891092108 | 35,227 | 587,417 | SH | DFND | 01 02 | 0 | 587,417 | 0 | |
THE TRADE DESK INC | COM CL A | 88339J105 | 150,301 | 995,967 | SH | DFND | BC 01 02 | 0 | 995,967 | 0 | |
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 170,879 | 530,368 | SH | DFND | 01 02 | 0 | 530,368 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 644 | 2,419 | SH | DFND | 02 BA | 0 | 2,419 | 0 | |
THERAPEUTICSMD INC | COM | 88338N107 | 8,851 | 1,349,200 | SH | DFND | 2 | 0 | 1,349,200 | 0 | |
TIFFANY & CO NEW | COM | 886547108 | 34,570 | 268,050 | SH | DFND | 01 02 | 3,000 | 265,050 | 0 | |
TPI COMPOSITES INC | COM | 87266J104 | 10,932 | 382,900 | SH | DFND | 2 | 0 | 382,900 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 130,305 | 350,000 | SH | DFND | 2 | 0 | 350,000 | 0 | |
TRANSOCEAN LTD | REG SHS | H8817H100 | 1,076 | 77,100 | SH | DFND | 2 | 0 | 77,100 | 0 | |
TRANSUNION | COM | 89400J107 | 93,470 | 1,270,316 | SH | DFND | 01 02 | 0 | 1,270,316 | 0 | |
TREX CO INC | COM | 89531P105 | 153,086 | 1,988,647 | SH | DFND | 01 02 | 0 | 1,879,847 | 108,800 | |
UNDER ARMOUR INC | CL A | 904311107 | 65,989 | 3,109,761 | SH | DFND | 01 02 | 0 | 2,978,761 | 131,000 | |
UNDER ARMOUR INC | CL C | 904311206 | 701 | 36,000 | SH | DFND | 2 | 0 | 36,000 | 0 | |
UNIVAR INC | COM | 91336L107 | 84,315 | 2,750,000 | SH | DFND | 2 | 0 | 2,750,000 | 0 | |
VAIL RESORTS INC | COM | 91879Q109 | 1,331,537 | 4,852,186 | SH | DFND | 01 02 | 0 | 4,311,186 | 541,000 | |
VALERO ENERGY CORP | COM | 91913Y100 | 1,388 | 12,200 | SH | DFND | 2 | 0 | 12,200 | 0 | |
VARONIS SYS INC | COM | 922280102 | 9,164 | 125,105 | SH | DFND | 01 02 | 0 | 125,105 | 0 | |
VEEVA SYS INC | CL A COM | 922475108 | 66,556 | 611,339 | SH | DFND | 01 02 BA | 0 | 611,339 | 0 | |
VERISIGN INC | COM | 92343E102 | 108,468 | 677,418 | SH | DFND | 01 02 | 0 | 677,418 | 0 | |
VERISK ANALYTICS INC | CL A | 92345Y106 | 175,161 | 1,453,017 | SH | DFND | 01 02 | 0 | 1,453,017 | 0 | |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 16,655 | 86,412 | SH | DFND | 01 02 BA | 0 | 86,412 | 0 | |
VISA INC | COM CL A | 92826C839 | 22,601 | 150,582 | SH | DFND | 01 02 | 0 | 150,582 | 0 | |
VMWARE INC | CL A COM | 928563402 | 96 | 612 | SH | DFND | BC | 0 | 612 | 0 | |
VORNADO RLTY TR | SH BEN INT | 929042109 | 63 | 869 | SH | DFND | 2 | 0 | 869 | 0 | |
VULCAN MATLS CO | COM | 929160109 | 23,503 | 211,356 | SH | DFND | 01 02 | 0 | 211,356 | 0 | |
WASTE CONNECTIONS INC | COM | 94106B101 | 131,620 | 1,650,000 | SH | DFND | 2 | 0 | 1,650,000 | 0 | |
WATERS CORP | COM | 941848103 | 26,971 | 138,538 | SH | DFND | 01 02 | 0 | 138,538 | 0 | |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 199,013 | 1,611,833 | SH | DFND | 01 02 BA | 0 | 1,532,833 | 79,000 | |
WEX INC | COM | 96208T104 | 90,342 | 450,000 | SH | DFND | 2 | 0 | 450,000 | 0 | |
WEYERHAEUSER CO | COM | 962166104 | 19 | 593 | SH | DFND | 2 | 0 | 593 | 0 | |
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 53,561 | 380,025 | SH | DFND | 01 02 | 0 | 380,025 | 0 | |
WINGSTOP INC | COM | 974155103 | 38,231 | 560,000 | SH | DFND | 2 | 0 | 560,000 | 0 | |
WIX COM LTD | SHS | M98068105 | 244,286 | 2,040,817 | SH | DFND | BC 01 02 | 0 | 1,988,064 | 52,753 | |
WORLDPAY INC | CL A | 981558109 | 90,565 | 894,290 | SH | DFND | 01 02 | 0 | 894,290 | 0 | |
WPX ENERGY INC | COM | 98212B103 | 1,972 | 98,000 | SH | DFND | 2 | 0 | 98,000 | 0 | |
WYNDHAM DESTINATIONS INC | COM | 98310W108 | 6,728 | 155,163 | SH | DFND | 01 02 | 0 | 155,163 | 0 | |
WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 10,138 | 182,433 | SH | DFND | 01 02 | 0 | 182,433 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 66,832 | 2,031,973 | SH | DFND | 01 02 | 0 | 1,904,632 | 127,341 | |
YEXT INC | COM | 98585N106 | 43,676 | 1,842,863 | SH | DFND | 2 | 0 | 1,842,863 | 0 | |
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 73,431 | 4,752,834 | SH | DFND | 01 02 | 0 | 4,458,645 | 294,189 | |
ZAI LAB LTD | ADR | 98887Q104 | 37,020 | 1,900,431 | SH | DFND | 01 02 BA | 0 | 1,785,803 | 114,628 | |
ZILLOW GROUP INC | CL A | 98954M101 | 88,824 | 2,009,600 | SH | DFND | 01 02 | 0 | 2,009,600 | 0 | |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 27,334 | 617,717 | SH | DFND | BC 01 02 | 0 | 617,717 | 0 | |
ZSCALER INC | COM | 98980G102 | 1,529 | 37,500 | SH | DFND | 2 | 0 | 37,500 | 0 | |
DOMINOS PIZZA INC | COM | 25754A201 | 5,003 | 130,108 | SH | DFND | 2 | 0 | 130,108 | 0 |